Marotta Asset Management Schwab Strategic Tr Us Large C Transaction History

Marotta Asset Management

  • $478 Million
  • Q4 2024

A detailed history of Marotta Asset Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marotta Asset Management holds 14,353 shares of SCHV stock, worth $388,966. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,353
Previous 5,544 158.89%
Holding current value
$388,966
Previous $445,000 15.96%
% of portfolio
0.08%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$25.79 - $80.4 $227,184 - $708,243
8,809 Added 158.89%
14,353 $374,000
Q3 2024

Oct 03, 2024
SELL
$73.43 - $80.37 $55,659 - $60,920
-758 Reduced 12.03%
5,544 $445,000
Q2 2024

Jul 17, 2024
SELL
$71.74 - $75.86 $57,607 - $60,915
-803 Reduced 11.3%
6,302 $466,000
Q1 2024

Apr 02, 2024
SELL
$68.82 - $75.98 $73,912 - $81,602
-1,074 Reduced 13.13%
7,105 $539,000
Q4 2023

Jan 03, 2024
SELL
$61.16 - $70.24 $26,054 - $29,922
-426 Reduced 4.95%
8,179 $573,000
Q3 2023

Oct 11, 2023
SELL
$64.45 - $69.39 $69,219 - $74,524
-1,074 Reduced 11.1%
8,605 $554,000
Q2 2023

Jul 05, 2023
SELL
$63.33 - $67.21 $74,729 - $79,307
-1,180 Reduced 10.87%
9,679 $649,000
Q4 2022

Jan 03, 2023
SELL
$59.13 - $69.24 $4,907 - $5,746
-83 Reduced 0.76%
10,859 $0
Q3 2022

Oct 11, 2022
SELL
$58.51 - $69.02 $58,802 - $69,365
-1,005 Reduced 8.41%
10,942 $0
Q1 2022

Apr 08, 2022
SELL
$67.71 - $74.19 $53,964 - $59,129
-797 Reduced 6.25%
11,947 $0
Q4 2021

Jan 13, 2022
SELL
$67.9 - $73.3 $99,269 - $107,164
-1,462 Reduced 10.29%
12,744 $0
Q3 2021

Oct 21, 2021
BUY
$66.91 - $71.05 $47,238 - $50,161
706 Added 5.23%
14,206 $0
Q2 2021

Jul 09, 2021
BUY
$65.81 - $69.75 $45,737 - $48,476
695 Added 5.43%
13,500 $0
Q1 2021

Apr 09, 2021
BUY
$58.71 - $65.66 $55,480 - $62,048
945 Added 7.97%
12,805 $0
Q4 2020

Jan 07, 2021
BUY
$50.83 - $59.53 $59,216 - $69,352
1,165 Added 10.89%
11,860 $0
Q3 2020

Oct 06, 2020
SELL
$49.44 - $54.86 $235,334 - $261,133
-4,760 Reduced 30.8%
10,695 $0
Q2 2020

Jul 06, 2020
SELL
$42.21 - $55.29 $36,173 - $47,383
-857 Reduced 5.25%
15,455 $0
Q1 2020

Apr 02, 2020
SELL
$38.4 - $61.03 $121,228 - $192,671
-3,157 Reduced 16.22%
16,312 $0
Q4 2019

Feb 04, 2020
BUY
$54.73 - $60.25 $1.07 Million - $1.17 Million
19,469 New
19,469 $0

Others Institutions Holding SCHV

# of Institutions
855
Shares Held
199M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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